Cherry Tree Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Cherry Tree Wealth Management, LLC

  • $430 Billion
  • Q2 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 823 shares of VT stock, worth $114,462. This represents 0.02% of its overall portfolio holdings.

Number of Shares
823
Previous 818 0.61%
Holding current value
$114,462
Previous $94.8 Million 11.52%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$103.16 - $128.52 $515 - $642
5 Added 0.61%
823 $106 Million
Q3 2024

Nov 12, 2024
SELL
$107.72 - $119.96 $18,527 - $20,633
-172 Reduced 17.37%
818 $97.9 Million
Q2 2023

Aug 09, 2023
BUY
$91.33 - $98.06 $90,416 - $97,079
990 New
990 $96 Million

Others Institutions Holding VT

# of Institutions
1,144
Shares Held
112M
Call Options Held
314K
Put Options Held
91K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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  • Sector ETFs
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